CWM
Compass Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Hold |
4,870
| – | – | 0.91% | 41 |
|
|
2025
Q1 | $2.99M | Sell |
4,870
-165
| -3% | -$101K | 0.76% | 53 |
|
|
2024
Q4 | $3.16M | Sell |
5,035
-193
| -4% | -$121K | 0.76% | 49 |
|
|
2024
Q3 | $3.25M | Sell |
5,228
-35
| -0.7% | -$21.7K | 0.76% | 51 |
|
|
2024
Q2 | $3.46M | Hold |
5,263
| – | – | 0.85% | 42 |
|
|
2024
Q1 | $3.42M | Sell |
5,263
-100
| -2% | -$65K | 0.86% | 43 |
|
|
2023
Q4 | $3.35M | Sell |
5,363
-251
| -4% | -$157K | 0.94% | 41 |
|
|
2023
Q3 | $2.87M | Sell |
5,614
-10
| -0.2% | -$5.11K | 0.9% | 37 |
|
|
2023
Q2 | $2.58M | Sell |
5,624
-50
| -0.9% | -$22.9K | 0.78% | 43 |
|
|
2023
Q1 | $2.53M | Sell |
5,674
-5
| -0.1% | -$2.23K | 0.8% | 42 |
|
|
2022
Q4 | $2.21M | Buy |
+5,679
| New | +$2.21M | 0.72% | 48 |
|